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As of May 2026, RatingsNearMe ranks 12 financial advisors in Apex, NC by verified customer ratings and review volume. The highest-rated is Hunter Street Investment Advisors with a 4.9-star rating from 17 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS® and Blue Water Capital Management, LLC. The average rating across all listed financial advisors in Apex is 4.8 stars from 5 reviews per business on average.
Financial advisors in Apex typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Hunter Street Investment Advisors
56 Hunter St Suite 210, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®
859 Perry Rd, Apex, NC 27502, USA
Blue Water Capital Management, LLC
315 S Salem St #422, Apex, NC 27502, USA
Financial Advisors Rankings in Apex, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Hunter Street Investment Advisors56 Hunter St Suite 210, Apex, NC 27502, USA | 4.9★ | 17 |
| #2 | Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®859 Perry Rd, Apex, NC 27502, USA | 5.0★ | 11 |
| #3 | Blue Water Capital Management, LLC315 S Salem St #422, Apex, NC 27502, USA | 4.6★ | 10 |
| #4 | Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Bonnie Fischer, AAMS®113A N Salem St, Apex, NC 27502, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Nathan M Philbrook, ABFP®|AAMS®1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Stephen Hedrick, CFP®|ChFC®|CPWA®|ABFP®|AAMS®3675 Green Level W Rd Suite 201, Apex, NC 27523, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS®800 W Williams St Suite 205, Apex, NC 27502, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Kevin R Overcash, CFP®56 Hunter St Suite 100, Apex, NC 27502, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Chuck Houston, CFP®5160 Sunset Lake Rd Suite 107, Apex, NC 27539, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Apex
Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Bonnie Fischer, AAMS®
113A N Salem St, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Nathan M Philbrook, ABFP®|AAMS®
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Stephen Hedrick, CFP®|ChFC®|CPWA®|ABFP®|AAMS®
3675 Green Level W Rd Suite 201, Apex, NC 27523, USA
Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS®
800 W Williams St Suite 205, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Kevin R Overcash, CFP®
56 Hunter St Suite 100, Apex, NC 27502, USA
Edward Jones - Financial Advisor: Chuck Houston, CFP®
5160 Sunset Lake Rd Suite 107, Apex, NC 27539, USA
Merrill Edge
5496 Apex Peakway, Apex, NC 27502, USA
Financial Strategies Group
2021 Shepherds Vineyard Dr #100, Apex, NC 27502, USA
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Frequently Asked Questions — Financial Advisors in Apex
What is a fiduciary financial advisor and why does it matter in Apex?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Apex, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Apex?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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